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  2. How do you automate customer follow-ups for leads or...

How do you automate customer follow-ups for leads or trial users?

Ashit Vora
4 replies
I need a better way to automate follow-ups for leads and trial users without it feeling too robotic. What tools have worked for you?

Replies

Rebaika James
Personalization is always the key.
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QING LI
Great question, Ashit! Automation for follow-ups can be a game-changer, but keeping it human is the trick. For pdftopdf.ai, I’ve found success using tools like HubSpot and Customer.io. They allow you to set up email sequences that feel personalized by using dynamic fields (like names or specific actions users have taken), so the messages don’t come off as robotic. The key is mapping out your follow-up flow. For example, if a trial user uploads their first document but doesn’t convert, I send a helpful tip or highlight a feature they haven’t explored. If they haven’t engaged at all, I might follow up with a “Hey, did you get stuck?” email—simple and conversational. Also, spacing follow-ups is critical. Too frequent, and it feels pushy; too sparse, and they might forget about you. A little humor or storytelling in your copy can go a long way in keeping things human. What tools are you using currently, and what’s the biggest challenge you’re facing? Maybe we can brainstorm something together!
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Hugo Dominic Carmichael
For automated follow-ups, I'd recommend using a tool like HubSpot or ActiveCampaign to create email drip campaigns personalized to different lead segments and trial user behaviors. Set up sequences with if/then logic based on opens, clicks, etc. to keep engagement high. And definitely include their name in subject lines for a personal touch!
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ChristinaRoe
For automating customer follow-ups, I’d recommend using a CRM system like HubSpot or Salesforce. You can set up automated email sequences that send out personalized messages at specific intervals. It’s also helpful to use tools that track when leads open emails or click links, so you can see what works and adjust your approach. Plus, integrating chatbots on your website can provide instant responses and gather more info to qualify leads better.
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